Connect ProjectManager and Mortgage IQ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Resource Added
New Project Created
New Task Created
Timesheet Entry Created/Updated
Choose an Action
Automatically do this!
- Request a new Action for Mortgage IQ
Enable Integrations or automations with these events of ProjectManager and Mortgage IQ
Enable Integrations or automations with these events of ProjectManager and Mortgage IQ
Triggers
New Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
New Task Created
Runs when a new task is created, optionally only for a specific project.
Timesheet Entry Created/Updated
Runs when a timesheet entry is created/updated.
Actions
Create Project
Create a new project
Create Task
Creates a new task in your project.
Update Project
Update selected fields of an existing project. Empty fields remain unchanged.
Update Task
Update an existing task; empty fields remain unchanged.
Update Timesheet Entry ID
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
Get Project Details
Get details of a specific project.
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Frequently Asked Questions
To start, connect both your ProjectManager and Mortgage IQ accounts to viaSocket. Once connected, you can set up a workflow where an event in ProjectManager triggers actions in Mortgage IQ (or vice versa).
Absolutely. You can customize how ProjectManager data is recorded in Mortgage IQ. This includes choosing which data fields go into which fields of Mortgage IQ, setting up custom formats, and filtering out unwanted information.
The data sync between ProjectManager and Mortgage IQ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ProjectManager and Mortgage IQ. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn MoreAbout Mortgage IQ
Mortgage iQ is a system for providing Mortgage CRM, Lead Management and Marketing for Retail, Wholesale, Correspondent and Consumer Direct Lenders.
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